RESPONSIBILITIES:
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Marketing/Sales
- Design and implement a marketing strategy aimed at growing current Private Banking relationships as well as cultivating new business
- Develop a base of prospective clients through referrals and expand market share
- Develop a sales and marketing plan for each client and prospect
- Respond to client needs by maintaining a calling program, reviewing the plan periodically and monitoring new business results against assigned revenue objectives
- Introduce product specialists to enhance client servicing when appropriate
- Review client holdings relative to objectives and act as a trusted financial advisor by presenting diversified strategies utilizing the full array of Private Banking products and services
- Cross-sell other products and services offered by the Bank (i.e. Investment Banking, Asset Management, and Third Party products, etc.)
- Ensure that current clients and prospects meet the Bank’s client suitability standards while adhering to all Bank policies and procedures
- Maintain ongoing high level of due diligence on all clients and prospects
- Open and close accounts ensuring that the proper documentation has been obtained
Profitability
- Participate in Goal Setting process to ensure that financial goals are achievable
- Manage annual asset, revenue, and expense budget to ensure that financial targets are met
- Cultivate client relationships and proactively find solutions to meet client financial needs and objectives
- Maintain and improve profitability of existing client relationships
Service
- Maintain ongoing client satisfaction
- Maintain Private Banking standards for Service Quality
- Identify client issues and escalate to management as appropriate
- Provide constructive feedback to appropriate product, service, and operational areas
- Establish and maintain open lines of communications with all areas of the bank
KNOWLEDGE AND SKILLS
- Minimum 10 years of experience as Relationship Manager in a Private Bank covering LATAM clients
- Fluent in Spanish, Portuguese and English. Any other language is a strong plus
- MBA or other relevant advanced degree is highly desirable.
- Strong knowledge of financial instruments and markets
- Strong sales and marketing abilities
- Able to work with a culturally diverse workforce and client base
- Highly developed written and oral communication skills
- Excellent problem solving skills
- In depth knowledge of all the Private Bank’s products and services including the credit policies, guidelines and procedures
- Complete understanding and adherence to regulatory requirements in marketing the Private Bank’s products and services
- Ability to demonstrate good time management skills
Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
